Sperry Capital Inc. is an independent infrastructure and public finance advisory firm headquartered in Sausalito, California. Founded in 1994, Sperry’s team of highly experienced professionals provides comprehensive financial advisory services for state and local government clients, nonprofit corporations and private corporations interested in partnership opportunities with public entities.
We serve our clients by acting as an extension of their financial staff assisting in the development of a viable debt management strategy to facilitate their long term financing objectives. By providing a comprehensive analysis of our clients’ assets and liabilities and financing needs, Sperry is able to recommend sound, prudent and creative solutions in today’s complex financial marketplace.
Sperry brings demonstrated success in collaborative efforts with multiple stakeholders and consultants - including financial, legal and technical advisors, developers and financiers – to advance high priority projects in the public interest.
Sperry’s advisory team brings a deep knowledge and broad experience in all areas of municipal finance and public private partnership financing engagements to develop the optimal solution for our clients’ individual needs. As innovative infrastructure and renewable energy development projects with cutting edge technology seek capital and development financing, Sperry’s seasoned team of advisors brings a blend of technical, financial, regulatory and qualitative analysis before recommending a financing strategy designed to fit each client’s unique requirements.
As financial advisors, investment bankers, commercial bankers and private renewable energy developers at various times in their careers, Sperry professionals offer their clients direct experience in analysis, structuring and implementation of the full spectrum of financing tools, whether traditional public finance transactions, private sector finance, or innovative, federally-sponsored mechanisms that can be applied to a financing project.
Sperry's services include:
- long term strategic planning for debt financings
- debt administration advisory
- quantitative strategies and implementation
- investor relations/continuing disclosure preparation and financial review
- investment consulting services to local agencies and non-profits
Transportation: Over the past 17 years, Sperry has developed a national reputation in transportation infrastructure finance and public private partnership (P3) advisory work. Sperry’s clients include state and local transportation authorities with extensive experience in sales tax revenue bonds, tax exempt commercial paper, toll road revenue bonds, congestion management pricing for HOT Lanes/Express Lanes, commuter and high speed rail financial planning.
We provide P3 advisory services to both public and private sector clients.
Renewable Energy Development: Sperry assists state and local governments to improve private sector participation in renewable energy projects by analyzing the risk allocation between public and private sectors for selection. For private sector clients, Sperry assists in developing viable business plans that will attract financing from the private sector through the use of tax credits, tax incentives, grants and capital market financing options. Sperry’s clients include solar, wind power, biofuels and clean diesel truck and equipment projects.
Nonprofit Corporations: Sperry’s nonprofit clients benefit from our broad experience in working with first time borrowers in the capital markets. Seeking to provide the most cost efficient solution to their debt financing needs, Sperry works with bank credit facility providers, rating agencies, and investment banking firms to create successful financings.
